Shonta
[Project: Linchpin - Phase 1, 2 & 3]
Big Picture
Project Overview
THE PLAN
Strategic Meetings & Support
- Meetings include: Project kickoff meeting, weekly meetings for 2 weeks plus DM access for communications between Included
- Project management support - Setup and Drive
- General consult on all projects (includes automations, integrations, tech setup, training/education for team)
Building Your Linchpin
- PROJECT 1: Level 1 Continuity
- PROJECT 2: Dramatic Demonstration 1 - Challenge
- PROJECT 3: Quiz funnel
[proposed blueprint]
Listen To This Project Walkthrough First
Note: This proposal is based off the Linchpin strategy session. Click here to see the Miro board for reference on what was planned in that session.
Strategy & Game Plan
Establish Brand Guide, Customer Journey & System Architecture
Design & Build
Build The Multi-Level Membership, Funnel System & CRM System
Launch & Learn
Deploy And Iterate On In The Wild Feedback
Phase 1: Strategy & Game Plan
Establish Brand Guide, Customer Journey & System Architecture
Use Current Visual Brand Guide Lite. Map And Plan The Customer Journey And System Architecture
- Colors
- Fonts
- Image Treatments
- Mapping the customer journey and all digital touchpoints
- Map the learning journey for the level 1 membership experience
- Map the Social CRM for prospecting with GroupTrack
- Tech stack decisions and set up
- System set up and Integration
- Education and training on system as we set up
- CRM strategy and supporting flows mapped out
- Tech decision support & tech stack clean up
- Copy support via templates and tools
Phase 2: Design & Build
Build The Multi-Level Membership, Funnel System & CRM System
Design & Build The Full System
- Multi-level membership area to include all offers and products
- Modify the challenge funnel as needed to integrate with the new multi-level membership flows
- Lead gen quiz funnel to support both paths and follow up funnels
- Video editing lite
- Setup and programming Active Campaign for lead gen fulfillment and follow up funnel
- Setup and training on GroupTrack system
- Tech setup and Integration across entire system
- Education and training on all systems
- Iterative review process to green light for launch
Phase 3: Launch & Learn
Launch, Deploy And Iterate On In The Wild Feedback
Launch
- Full support for up to 60 days
- Continue support if anything breaks
- Tweaks and Iterations based on customer feedback within original scope
- Reporting and analysis
[project breakdown]
Total Projects: 3
Level 1 Continuity | Dramatic Demo 1 | Quiz Funnel
Project 1 : Multi-Level Membership To Support Level 1 Continuity
- Multi-level membership - All products and offers in one spot for customers
- All tech setup and integration with CRM systems
TOTAL: $6,000
Project 1 : Multi-Level Membership
Strategy & Game Plan
Establish Brand Guide, Customer Journey & System Architecture
Design & Build
Build The Funnel System & CRM System
Launch
Deploy And Iterate On In The Wild Feedback
INVESTMENT SUMMARY
Launch Project
Project 1
(Month 1-2)
Phase
Focus
Time To Complete
Investment
1
Branding & Strategy
Use Current Designs on Funnels, Weekly Calls, Plan The Customer Journey & System Architecture
2-4 Sessions Across 1 Month
$1500
2
Design & Build
Multi-Level Membership with All Offers to Support Level 1 Continuity Experience (Includes CRM Systems)
2-4 Weeks
$4500
3
Launch & Learn
Deploy And Iterate On In The Wild Feedback
30 Days
Included
Ongoing Support
1 Month - Tweaks as needed
60 Days
Included
Total:
$ 6000
2 Payments
$3000
Project 2 : Dramatic Demonstration 1 - Challenge
- Improve current challenge funnel system
- Leverage GroupTrack CRM and Active Campaign to improve conversions
TOTAL: $3,000
Project 2 : Dramatic Demo 1 - Challenge
Strategy & Game Plan
Establish Brand Guide, Customer Journey & System Architecture
Design & Build
Build The Funnel System & CRM System
Launch
Deploy And Iterate On In The Wild Feedback
INVESTMENT SUMMARY
Launch Project
Project 1
(Month 1-2)
Phase
Focus
Time To Complete
Investment
1
Branding & Strategy
Use Current Designs on Funnels, Weekly Calls, Plan The Customer Journey & System Architecture
2-4 Sessions Across 1 Month
$1000
2
Design & Build
Challenge Funnel System with Upsell, & CRM Systems
1-2 Weeks
$2000
3
Launch & Learn
Deploy And Iterate On In The Wild Feedback
30 Days
Included
Ongoing Support
1 Month - Tweaks as needed
30 Days
Included
Total:
$ 3000
Project 3 : Quiz Funnel
- Better get target customers into the right path right away
- Provide a conversion path when not in Challenge mode
TOTAL: $2,000
Project 3 : Quiz Funnel
Strategy & Game Plan
Establish Brand Guide, Customer Journey & System Architecture
Design & Build
Build The Funnel System & CRM System
Launch & Learn
Deploy And Iterate On In The Wild Feedback
INVESTMENT SUMMARY
Launch Project
Project 1
(Month 1)
Phase
Focus
Time To Complete
Investment
1
Branding & Strategy
Use Current Designs on Funnels, Weekly Calls, Plan The Customer Journey & System Architecture
n/a
$500
2
Design & Build
Lead Gen Funnel with Upsell & System, & CRM System
1-2 Weeks
$1500
3
Launch & Learn
Deploy And Iterate On In The Wild Feedback
60 Days
Included
Ongoing Support
1 Month - Tweaks as needed
30 Days
Included
Total:
$ 2000
TOTAL FOR ALL 3 PROJECTS
• PROJECT 1: Multi-Level Membership
• PROJECT 2: Challenge Funnel System
• PROJECT 3: Quiz Funnel System
GRAND TOTAL: $11,000
PAYMENT PLAN: $3666
For 3 Months
[proposed blueprint]
TECH STACK
Additional costs. Not included in project investment.
Phase
Focus
Investment
ClickFunnels
Optin, Sales System
$97/mo
Active Campaign
CRM, Email Automations
(1000 contacts)
$50
Typeform
Quiz Software
$50/mo
Vimeo or Loom or Whistia (optional)
Video
$20/mo
CloudFlare
SSL, Page Rules
$0
Stripe
Payment Gateway
$0
Professional Email
To Use With CRM
$12/mo
Monthly Payment
$229/mo
**Tech Stack Monthly Investment Not Included In Package Investment
Next Steps
1. You make the initial payment via the button below.
2. The magic begins! Let's make your vision a reality!
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